+99.1%
V vs RCAT
+46.9%
+52.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +18.6% | -18.6% | -0.4% |
| 7D | +2.2% | -12.7% | +14.9% | +2.4% |
| 30D | +13.6% | -34.3% | +47.9% | +14.6% |
| 3M | +14.3% | -53.4% | +67.7% | +16.2% |
| 6M | +33.1% | -62.0% | +95.1% | +35.5% |
| YTD | +21.2% | -49.1% | +70.3% | +21.2% |
| 1Y | +26.4% | -53.1% | +79.6% | +26.4% |
| 3Y | +77.6% | +318.7% | -241.1% | +56.9% |
| All | +99.1% | +46.9% | +52.2% | +90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RCAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling